Create a Dynamic Aging Report in Excel | Automate Invoice Tracking with Power Query & Power Pivot

In this tutorial, you’ll learn how to create a Dynamic Aging Report in Excel to track overdue invoices with ease. We’ll walk you through two methods: Using Formulas and PivotTables for a traditional approach. Automating the process with Power Query and Power Pivot, so you can easily update and track invoice aging by changing the report date. By the end of this video, you’ll be able to: - Generate a dynamic aging report to categorize invoices as not due, 1-30 - days, 31-60 days, 61-90 days, and over 90 days. - Automate your invoice tracking using Power Query and Power Pivot for real-time data analysis. - Dynamically format your PivotTables to reflect aging status changes with ease. Download start workbook here: https://onedrive.live.com/download?resid=8243AA7D1A3C60C5%2176801&authkey=%21AEp0FqQDpBhqpHs&em=2 Whether you’re a finance professional or an Excel enthusiast, this video will show you how to streamline your reporting process and save time with automated workflows. Chapters 00:00 Overview 02:27 Building with Regular Excel formulas 10:25 Power Query and Power Pivot 24:10 Show all Labels and Sort 28:57 Formatting the PivotTable 35:40 Setup Dynamic Reporting 36:53 Conclusion 🔔 Don’t forget to like, subscribe, and hit the notification bell to stay updated with more advanced Excel tutorials! #ExcelAgingReport #PowerQuery #PowerPivot #ExcelAutomation #DynamicReports #InvoiceTracking